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Equibles

Creative Planning

Position in NVG — Nuveen AMT-Free Municipal Credit Income Fund

CIK 1540235 OVERLAND PARK, KS
Back to NVG Full portfolio

Position in NVG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$151,833
-$1,647,323 QoQ
Shares Held
11,862
-91.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 261 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. NVG ranks #156 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in NVG

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $151,833 11,862
2026-03-31 $1,799,156 145,917
2025-12-31 $1,856,766 146,664
2025-09-30 $1,844,569 150,087
2025-06-30 $1,759,018 147,445
2025-03-31 $1,997,599 161,357
2024-12-31 $1,948,408 158,924
2024-09-30 $2,062,662 154,045
2024-06-30 $2,055,264 164,949
2024-03-31 $1,837,723 151,253
2023-12-31 $1,935,808 163,774
2023-09-30 $1,712,738 166,124
2023-06-30 $1,839,099 157,188
2023-03-31 $1,823,803 154,822
2022-12-31 $1,954,758 161,018
2022-09-30 $1,850,873 158,601
2022-06-30 $2,134,006 162,777
2022-03-31 $2,396,024 162,003
2021-12-31 $4,111,528 229,310
2021-09-30 $3,674,387 214,250
2021-06-30 $3,465,000 194,009
2021-03-31 $3,459,227 204,688
2020-12-31 $2,712,587 161,656
2020-09-30 $2,444,886 156,123
2020-06-30 $2,540,987 166,295
2020-03-31 $2,373,344 161,672